Configuring the data source for Database synchronization

Before you can synchronize an external system with Genetec ClearID™, you must first configure the Genetec ClearID™ One Identity Synchronization Tool data sources for database synchronization.

1. In the One Identity Synchronization Tool Data sources section, click Add data source ().

   

2. In the Source section of the Data source configuration dialog, select Database and click Next.

   

3. In the Configuration section of the Data source configuration dialog, configure the database settings.
   1. Select an SQL server type:
      • Microsoft SQL Server
      • Oracle Database (only views are currently supported)
      • ODBC
   2. If you selected Microsoft SQL Server, configure the following:

      

      Use custom connection string

      Select the checkbox if you want to use a custom connection string.

      Note: If you use the Use custom connection string option, the Server and Database fields are removed.

      Connection string

      Enter the connection string.

      Server

      Enter SQL server information or select a server from the list.

      Database

      Enter Database information or select a database from the list.

   3. If you selected Oracle Database, configure the following:

      

      Connection string

      Enter the connection string.

   4. If you selected ODBC, configure the following:

      

      Connection string

      Enter the connection string.

4. In the What to sync section of the Data source configuration dialog, select Identities to synchronize from the external system data source.

   

5. If you selected Identities as a data source, in the What to sync section, configure the identity attributes settings.
   Note: The fields that are displayed vary depending on the data source you selected in the Source section.

   The following image shows the options that are displayed after selecting a Database data source.

   

   1. Configure your External field attribute mappings.

      One Identity field

      Displays the ClearID identity attributes. Mandatory fields are highlighted using an asterisk (*).

      Important: The Unique ID is used internally by One Identity as the primary key to identify what it is. For example, an employee number or email address could be used, as long as it is unique.

      External Field

      Select system attributes in the External field columns that you want to map from the external system to the ClearID identity attributes shown in the One Identity field column.

      Sample value

      If an External field is selected, an example of the selected external field data from your data source is displayed (if available) in the Sample value column next to the External field column.

      Tip: Use the sample value column to check the format of the attributes data you are about to import from your external system fields into ClearID.

   2. (Optional) Click Script () to add a transform expression to find and replace external field text using regular expressions.
      For example, you can look for variations of a country name to replace with the correct country code.

      

      • A script icon () is shown in the Sample value column when the field text is being replaced with a regular expression.
      • The transform expressions are processed in the order specified in the Add transform expressions for field dialog.

      Tip: If required, you can select the row of any expressions that you no longer require, and click delete .
   3. (Optional) Click Refresh () to update the external fields data from your data source. This refresh option is used in situations where the existing data has been modified, new data rows have been added, or new attribute columns have been added.
   4. Click Next.
6. In the Summary section, review the data that will be synchronized.

   

   Note: If multiple data sources are selected, only the first data source file is displayed in the Summary section Data source name field. If you want each of the data files listed in the Data sources section, you must add them individually.
   1. If the data synchronization details look correct, click Finish.